Friday, November 30, 2018

Transactions > Customers > Issue Customer Refund > Unexpected Error: Transaction was not complete.

Use the standard form or customize the form and enable the Account form.

1. On the new refund page, check if the Account field is missing.
2. If it is, customize the form and check the Account box under the Screen Fields tab > Main subtab.
3. Save the form

The account field is the bank account used for the refund and this is mandatory.



View Opening Balance transactions (Journal Entries) created via Setup > Accounting > Enter Opening Balances

User will be able to pull up the transactions thatwere created via Setup > Accounting> Enter Opening Balances by performing the following steps:

1.  Navigate to Lists > Search > SavedSearches > New > Transaction

2.  Enter the following filters under the Criteriatab > Standard sub tab:

Type = Journal

Memorized = is False

Document Number = is not empty

Memo = is Opening Balance

3.  Perform the following under the Results tab> Columns sub tab in order to view whether the accounts were enteredwith positive or negative values:

·        Remove the Amount field

·        Add the following fields:

Amount (Debit)

Amount (Credit)

4.  Rename the search

5.  Hit the Save and Run button



·        The user will not be able to view the balancingaccount "Opening Balance" in the search result since that JournalEntry line item does not have Memo = Opening Balance.

·        To view all the accounts entered in the OpeningBalance Journal Entry transactions:

·        User should check one of the Journal Entries from the above search result to take note of the Opening Balance account used in the transaction

·        Edit the above search

·        Enter these filters in the Criteria tab > Standard subtab:

·        Hit the Saveand Run button

Add Related Item to Existing Item Records via CSV > Please enter value(s) for: Type

This error appears when no type is selected for the related items being imported. To find the Type field for related items in the Field Mapping page, expand the Items Presentation Items folder> Item Presentation Item 1 subfolder.

To do the import, follow the steps below:

1. Navigate to Setup > Import/Export > Import CSV Records
2. Select Items as Import type.

3. Select the appropriate Record Type.

4. Click the Select button and upload your CSV file.
5. Click Next.
6. Select Update for Data Handling. (Note: Only existing items can be added as a related item).

7. Click Next.
8. From the Field Mapping screen, make sure the following fields are mapped:

  • Internal ID <=> Internal ID
  • Item Number <=>Presentation Items 1: Item
  • Type <=> Presentation Items 1: Item


  • Internal ID is the Internal ID of the main item
  • Item Number is the number of the related item
  • Type = Item (to be set manually or thru a CSV field)

9. Click Next.

10. Click Save&Run.

Browser based REST Clients


Add these extensions/add-ons to your browsers (much like Firebug) to aid you in debugging or testing your RESTlets.

For Chrome Users, these are the most popular REST Clients

 Chrome Web Store - Advanced REST client Application
 Simple REST Client
 Postman - REST Client

 You can also search these by going to the Chrome Web Store ( > type in the name on the search bar.

For Firefox Users,go to Mozilla's Add-Ons site ->
 1. Search on either of the following RESTClients:
    - RESTClient by Chao ZHOU
    - Poster by Alex Milowski
 2. Download and Install by clicking on the green button "+Add to Firefox"
 3. Go to Firefox Menu > Select Add-Ons to Enable/Disable these applications
 4. Launch the application by clicking on the icons either placed on the lower/top right corner of the Firefox browser.

Resolving Javascript Error Invalid assignment left-hand side


Most probably this is actually a syntax error. This pertains to proper use of operators such as incorrectly switching double "=="
to single "="

When you check for a value, you put "==" double equal signs rather than single "=" equal sign.
With single "=", you are actually assigning a value to a variable.

Example incorrect code that generates the Error "Invalid assignment left-hand side":
if (varA = varB) {
   varA == nlapiSetFieldValue('fieldA');

Correct code:
if (varA == varB) {
   varA = nlapiSetFieldValue('fieldA');

List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

1. Navigate to Transactions > Management > Saved Searches > New
2. Pull up Transaction search

3. On the Criteria tab > add the following:

    Billing Transaction fields... > Type = Invoice
    Type = is Sales Order
    Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment

    Tax Line = is false
    Shipping Line = is false
    Status = is Sales Order: Pending Fulfillment
    Billing Transaction: Date Closed = is not empty
4. On the Results tab > click on Remove All and have the following fields:
    Date ------------- Group
    Type ------------- Group
    Main Line Name ---- Group
    Number ----------- Group
    Billing Transaction: Date ---- Group ------------------------- Invoice Date
    Fulfilling/Receiving Transaction: Date ----- Group --------- Fulfillment Date
    Billing Transaction: Date Closed -------------Group --------- Payment Date
5. Put a name on the Search
6. Hit Save and Run

Setup > Company > Enable Features > Automated Intercompany Management feature is greyed out


·        Navigate to Setup > Company >Enable Features > Accounting tab

·        AutomatedIntercompany Management feature is greyedout




·        Make sure that:

1.   There is an Elimination Subsidiary under the Setup > Company > Subsidiaries > Root Parent Subsidiary

2.   Elimination subsidiary should have the same Currency with the Root Parent


Related to SuiteAnswerstopic: SettingUp Automated Intercompany Management

Report on the Percentage Ratio of Return Authorizations over Sales per Customer

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Click Transaction.

3. Search Title field: entered your preferred name for the search (eg. Rate of Return)

4. Under Criteria tab > Standard sub tab, on Filter column, display the dropdown field and set the following.

Type is any of Return Authorization, Cash Sale, Invoice.
Main Line is true.

5. Under Results tab > Columns sub tab > Field column set the following:

● On Name field set Summary Type Group.
● Add Formula (Currency) then set Summary Type to Sum then add Summary Label like Sales
   CASE WHEN {type} IN ('Invoice','Cash Sale') THEN {totalamount} ELSE 0 END
● Add Formula (Currency) then set Summary Type to Sum, set the Function to Absolute Value, then add Summary Label like Returns
  CASE WHEN {type}= 'Return Authorization' THEN {totalamount} ELSE 0 END
● Amount (Transaction Total) then set Summary Type to Sum then Add Summary Label like Sales - Returns
● Add Formula (Percent) then set Summary Type to Maximum, set the Function to Round to Hundredths, then add Summary Label like Rate of Return

  ABS(SUM(CASE WHEN {type}= 'Return Authorization' THEN {totalamount} ELSE 0 END))/NULLIF(SUM(CASE WHEN {type} IN ('Invoice','Cash Sale') THEN {totalamount} ELSE 0 END),0)

6. Click Save & Run.

Note: If you want to run this search for particular customers, just add Name filter then choose the customer names.



List of Sales Orders with total Invoice or Cash Sale Amount greater than Sales Order Amount

1.       Navigate to Reports> Saved Searches> All Saved Searches> New

2.       Select Transaction as search type

3.       Set the Search Title.

4.       On the Criteria tab> Standard subtab> Filter column, add the following:

a.       Type is Invoice or Cash Sale.

b.       Main Line is Yes.

c.       Created From is none of none.

5.       On the Criteria tab> Summary subtab, set the following:

a.       Summary Type = Maximum.

b.       Field = Formula (Numeric)

* On the pop-up window,

** Formula = sum({amount})-max({createdfrom.totalamount})

** Formula (Numeric) = greater than

** Value = 0

6.       On the Results tab> Columns subtab, add the following:

a.       Name > set Summary Type = Group.

b.       Created From Fields: Number > set Summary Type = Group > Set Custom Label = Sales Order Number.

c.       Created From Fields: Amount (Transaction Total) > set Summary Type = Sum > Set Custom Label = Sales Order Amount.

d.       Amount > set Summary Type = Sum > set Custom Label = Invoice Amount.

e.       Formula (Numeric) > set Summary Type = Maximum > Formula = sum({amount})-max({createdfrom.totalamount}) > set Custom Label = Difference of Invoice or Cash Sale over Sales Order.

Note: Created From Fields can be found at the bottom of the list along with the other fields.

      7.       Click Save & Run.

Search to show FIFO Cost layers

Create an Item Saved Search following the steps below:

1. Go to Lists > Search > Saved Searches > New > Item

2. Under Criteria > Standard Subtab, set the following :
---Costing Method = FIFO
---Transaction : Type = any of Item Receipt, Inventory Adjustment, Item Transfer (adjust this if other "Purchase Type" transactions are used by your customer

3. Under Criteria > Summary subtab, set the following:
---Summary Type = Minimum
---Field = Transaction : Quantity
---Description = "greater than 0"

4. Under Results Tab, set the following fields:
---Name, Summary Type = Group
---Transaction : Date, Summary Type = Group
---Transaction : Quantity, Summary Type = Group, Label = Purchased
---Transaction : Item Rate, Summary Type = Group
---Formula (Currency), Summary Type = Group, Formula = {transaction.quantity}*{transaction.rate}, Label = Purchase Value
---Transaction : Quantity Fulfilled/Received, Summary Type = Group, Label = Less Quantity Sold
---Formula (Numeric), Summary Type = Sum, Formula = {transaction.quantity}-{transaction.quantityshiprecv}, Label = Remaining Onhand
---Formula (Currency), Summary Type = Sum, Formula = ({transaction.quantity}-{transaction.quantityshiprecv})*{transaction.rate}, Label = Onhand Value

5. Under Available Filters  > Filter subtab, select :

--Name, Show in Footer = T

6. Set any custom saved search name and hit Save.

Calculating the Est. Gross Profit and Est. Gross Profit Percent when Discount is Applied

The standard formula in calculating the Estimated Gross Profit is as follows:


Sales –Est. Extended Cost = Est. Gross Profit



Sales = refers to the total quantity multiplied with the unit price of the item

Est. Extended Cost = based on the Cost Estimate Type of the item multiplied with total quantity of the item


While to get the Est. Gross Profit Percent, we use this formula:


Est. Gross Profit / Sales = Est. Gross Profit Percent


To better illustrate, take this example:

Item A

Quantity = 1

Sales Price = $ 15.00

Est. Extended Cost = $ 9.00

Est. Gross Profit = $ 6.00 ($ 15.00 – $ 9.00)

Est. Gross Profit Percent = 40% ($6.00 / $ 15.00)


In addition, the formula will vary if there is a discount applied to the transaction. The Est. Gross Profit will now be calculated based on the following:


Sales – Discount – Est. Extended Cost = Est. Gross Profit


Est. Gross Profit / (Sales – Discount) = Est. Gross Profit Percent


In the given example above and a discount for $2.00, we will get the following results:

Est. Gross Profit = $ 4.00 ($15.00 - $ 2.00 - $ 9.00)

Est. Gross Profit Percent = 30.77% ($ 4.00 / $ 13.00 ($15.00 - $ 2.00))


Display Case Messages on Plain/Formatted Texts When Exporting Case Search Results

To export case responses/messages in plain formatted texts (without HTML codes), perform the following steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Case.

3. Set the required criteria.

4. Click the Results tab and add fields as needed. For the Message column, insert this formula:



Formula (Text)REGEXP_REPLACE({messages.message},'<[^<>]*>','')
5. Click Save and Run.
6. Click Export-Excel or Export-CSV.

Enable Advanced Taxes Feature > "Before You Can Enable this Feature, Each Tax Field on Your Custom Transaction Forms Must Share its Name Across All Custom Forms. The Fields on the Following Forms Have Different Names"

This error states that the Tax field on different custom forms are not the same. It also lists all the names of the custom forms followed by the name of the tax field that was renamed. For example, "Form Name: Custom Invoice Form   Field Name: Custom Tax Label".

To resolve:

1. Navigate to Customization  > Forms > Transaction Forms > Edit Custom Invoice Form
2. Click the Sublist Fields Subtab.
3. Rename Custom Tax Label to Tax
4. Click Save

Note: Repeat the same steps for other custom forms listed in the error message until all tax fields are named the same. Please note that if you cannot see a tax field on the Sublist Fields you can also check the Printing Fields > Footer to see if the Tax field there was re-labelled.

PayFlow Pro Declines Credit Card Authorization Requests When Processed Through Commonwealth Bank (Australia)

PayFlow Pro explained that they decline the authorizationrequests because Commonwealth Bank does not support authorization. Because ofthis NetSuite can only process credit card transaction on the time of payment(via Cash Sale or Customer Payment page). 

Consequently, user should disable the Require Authorization for Credit Card Transactions (via Setup > Web Site > Set Up Web Site) and  the Get Authorizationon Customer Center Sales Orders preference (via Setup > Accounting > Accounting Preferences).

Manually Created Journal Entries Posted to Withholding Tax Account do not Show in Withholding Tax Reports

Journal entries for withholding taxes are automatically created through the use of Philippines Bundle (ID=15336). The bundle does not allow modification of WT journal entries due to audit purposes (see Enhancement 195801). 

Because of this, some users attempt to create a manual journal entries to change the outcome of the withholding tax reports (Form 1601-E, Form 2307 and MAP). However, a manually created journal entry will not be included in these reports even if it is posted to a Withholding Tax account.

This is due to the following reasons:

  1. The withholding tax reports are driven by a hidden custom field (checkbox) in the journal entry form called WT Tax Line.
  2. This custom column field is hidden because the Display Type  is set to Disabled  and a script in a journal entry form called Journal Entry Restrict Edit - UE hides it.
  3. Since the WT Tax Line is locked by the bundle, there is no way that users can mark this. Thus manual journal entries do not form part of the withholding tax reports.

Supervisor Approval Box Does Not Display on the Purchase Order Form

The Supervisor Approval check box disappears when if user marksthe Purchase Orders checkbox (Setup > Accounting > Accounting Preferences > Approval Routing). It will be replaced bythe Approval Status selection field instead.

Run Revalue Open Currency Balances Resulted to a Failed Status

1. Check that the account has appropriate accounting period setup
in  Setup >  Accounting >Manage Accounting Period

2. If a Currency Revaluation is being processed for the month of December 2011, then the next period should also be available.

3. The Currency Revaluation as a reversing entry recorded in the next available period

Displaying Saved Search Results in Graphical Format Under Custom Search Portlets

1. Navigate to the Custom Search portlet where users want the search results to display in graphical format

2. Toggle through the drop down arrow icon of the Custom Search portlet located in its upper right hand.

3. Select Edit from the drop down list. Users are redirected to the Search details after clicking Edit

4. Navigate to Results tab and locate the Output Type field and from the drop down list, select Graph.

5. Click Save button. The Custom Search portlet now displays the results in graphical format

The process may be used as an alternate solution in lieu of certain custom Report Snapshots that cannot be displayed in graphical format especially when the x and y axis variables of the Snapshot may involve custom fields.



Booking Confirmation Number and when it it Required in FedEx Shipment

Booking refers to an advance "reservation" or confirmation made in the FedEx booking system for shipment being tendered to FedEx by a shipper. The FedEx Express Freight services which require booking are: FedEx 1Day Freight, FedEx International Priority Freight and FedEx International Economy Freight.


A Booking Confirmation Number is assigned for all shipments that have been assigned space on a plane. This number is proof that a "reservation" has been made for the shipment in the FedEx booking system.

Space must be booked for all FedEx 1DaySM Freight, International Priority Freight, and International Economy Freight shipments. FedEx Ship Manager can prepare your shipment and generate a booking number, or you may call FedEx to book a shipment.


In the U.S., call FedEx Express Freight Customer Service at 1.800.332.0807. In Canada, call 1.800.Go.FedEx® or 1.800.463.3339. For all other locations, see the Contact Information screen for your local FedEx Customer Service telephone number.     

Booking confirmation is also required for FedEx 2Day Freight® and FedEx 3DaySM
Freight shipments, if the total from one origin location exceed 20,000 lbs. (9,091 kg). Please call FedEx Express Freight Customer Service at 1.800.332.0807 to schedule a shipment.


Note: If users encounter a prompt message: Invalid Booking Confirmation Number and is unable to process an item fulfillment; kindly verify the validity of the booking confirmation number requested and the details of the shipment that recorded in NetSuite through: FedEx Express Freight Customer Service at 1.800.332.0807 for US customers and 1.800.Go.FedEx® or 1.800.463.3339 for Canada customers.        






How to Remove Balance Column in A/R Register Report

1. Navigate to Reports> Customer/ Receivables> A/R Register
2. Click Customize button
3. Click on the amount-type of column e.g. Amt Chrg/ Amt Paid
4. Unmark the Add Running Balance Column



Restore Cancelled Sales Order

Cancelled sales order is different from a closed sales order. While you can re-open a closed sales order, you cannot restore a cancelled sales order. The ability to restore a cancelled sales order is covered by Enhancement 28338 - Allow cancelled Sales Orders to be restored (un-cancelled).

When a sales order has been cancelled, the only option is to re-create the order or make a copy of the sales order.


Custom Role (SWV): the Bill To Customer is not Auto-Populated after End User is Entered

- Navigate to Setup > Users/Roles > Manage Roles.

- Edit the Custom Role that is encountering the problem.

- Navigate to the Permissions tab > Custom Record tab.

- Add the Record Contract Renewals Preferences.

- Set the Level to at least View.

- Hit Save.

When creating transactions using this Custom Role, the Bill To Customer field will now be automatically populated upon entering a selection on the End User field.

Tax Codes Appear Twice on the Customer Record even when Tax Code List Include is set to Tax Groups Only or Tax Codes Only

Under Setup > Accounting > Set Up Taxes > United States tab, the Tax Code Lists Include dropdown field is not applicable to Customer records. Even if you set the Tax Code Lists Include dropdown field to Tax Groups Only or Tax Codes Only, both Tax Groups and Tax Codes would still be available for selection on the Tax Item field within the Customer Record > Financial tab.


The selection made on the Customer Record would supersede the choice selected on the Tax Code Lists Include dropdown field under the Setup > Accounting > Set Up Taxes > United States tab. For example, the Tax Code Lists Include is set to Tax Codes Only. If you select a Tax Group at the Tax Item field within the Customer record, that Tax Group would be populated on sales transactions.  However, the tax rate of the Tax Group will be blank on the transaction since tax calculation is limited to Tax Codes only.

Australia Tax - EXPS Tax Code display on Business Activity Statement but not on the Tax Code List

Problem:  Australia Tax - EXPS Tax Code display on Business Activity Statement but not on the Tax Code List
Steps to Reproduce:

- Australia Edition Account with Advanced Taxes = F

1.  Navigate to Setup>Company>Business Activity Statement
2.  Click on Edit button
Notice: GST:EXPS-AU has been highlighted.
3.  Navigate to Setup>Accounting>Tax Codes
4.  Check Show Inactives box
Actual Result:  All Tax Codes are listed but does not display EXPS-AU tax code.
1.  Navigate to Setup>Accounting>Set Up Taxes
2.  Check Foreign Trade box
3.  Click Save
4.  Log out of NetSuite then clear cache then login again
Navigate to Setup>Accounting>Tax Codes - GST:EXPS-AU now display in the list of tax codes.

Thursday, November 29, 2018

Default Unchecked the "Please notify me of upcoming specials and offers" in the Web Store Registration Page


To Default unchecked the "Please notify me of upcoming specials and offers" in the Web Store Registration Page 

1. Navigate to Setup > Site Builder> Themes > Edit the active Theme > General Tab > Addition to Head, Insert the sample script:  

-This will force the field to unchecked by default
- emailsubscribe_fs_inp is the ID of the "Please notify me of upcoming specials and offers" checkbox

2. In the tag attributes field, add an Onload attribute:

3. Save

Opening Bulk Letter Merge gives out an error "Word Cannot Start the Converter mswrd632"

Issue is caused by security update by Microsoft (December 2009).

See solution by Microsoft:

Sort SuiteScript Search Results by Two Columns

You can sort the results of a SuiteScript search by Two Columns.

Here is a Script Snippet to sort search results by Last Name and then by First Name:

var columns = [];

var column_firstname = nlobjSearchColumn('lastname');
var column_lastname  = nlobjSearchColumn('firstname');
var column_email     = nlobjSearchColumn('email');



var searchResults = nlapiSearchRecord('customer', null, null, columns);

If you wanted to Sort by First Name first then by Last Name, push the Last Name first into the columns array


FAQs on Changes to the NetSuite Import User Account

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

Once NetSuite integration is complete, data can be transferred from NetSuite to Adaptive Insights by the Import User. However, there are subsequent changes to that user in NetSuite which may invalidate the linkage between the two systems and cause subsequent data imports to fail. Below describes some possible changes to the Import User and its impact, if there is any:

  • Changing a user's password in NetSuite does not invalidate any Adaptive
    Planning/NetSuite linkage that refers to that user's credentials
  • Changing a user's default role in NetSuite does not invalidate any Adaptive Insights /NetSuite linkage that refers to that user's credentials
    However, changing a user in NetSuite so that they no longer have permission to access the data needed for import will cause subsequent imports to fail, and will require an Adaptive Insights Administrator with NetSuite Setup Administrative permission to update the import user to be a valid NetSuite user with the required permissions.

  • Changing a user in NetSuite so that they are no longer a valid user at all will cause subsequent imports to fail and will require an Adaptive Insights Administrator with NetSuite Setup Administrative permission to update the import user to be a valid NetSuite user with the required permissions.